Latest Institutional Transactions on Ishares Gold Trust (IAU)
This table provides information on the latest institutional transactions involving Ishares Gold Trust (IAU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.79K+ 11.26% |
$78.9K - $90.4K
|
17.7K
$925K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.46K+ 2.16% |
$64.3K - $73.7K
|
69.1K
$3.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-983- 0.12% |
$43.3K - $49.6K
|
797K
$41.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.48K+ 9.61% |
$65.4K - $74.9K
|
16.9K
$886K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
4.25KNew |
$187K - $215K
|
4.25K
$222K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.22K+ 6.87% |
$53.7K - $61.6K
|
19K
$992K
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-315- 1.66% |
$13.9K - $15.9K
|
18.7K
$979K
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-13K- 48.51% |
$573K - $657K
|
13.8K
$722K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-13.7K- 44.8% |
$605K - $693K
|
16.9K
$885K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
91+ 1.51% |
$4.01K - $4.6K
|
6.11K
$320K
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
729+ 0.84% |
$32.1K - $36.8K
|
87.1K
$4.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
4.03KNew |
$177K - $203K
|
4.03K
$211K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-2.72K- 9.8% |
$120K - $137K
|
25K
$1.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.68KNew |
$206K - $237K
|
4.68K
$245K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-66.5K- 43.97% |
$2.93M - $3.36M
|
84.7K
$4.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
1.82KNew |
$80K - $91.7K
|
1.82K
$94.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.63K+ 14.06% |
$116K - $133K
|
21.3K
$1.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14.2K- 23.57% |
$624K - $715K
|
45.9K
$2.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-4.82K- 3.33% |
$212K - $243K
|
140K
$7.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.05K+ 0.64% |
$46.4K - $53.1K
|
166K
$8.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-417- 1.22% |
$18.4K - $21.1K
|
33.6K
$1.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
105+ 5.79% |
$4.63K - $5.3K
|
1.92K
$100K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-2.85K- 2.23% |
$125K - $144K
|
125K
$6.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.29K- 9.02% |
$101K - $116K
|
23.1K
$1.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10.4K+ 9.21% |
$460K - $527K
|
124K
$6.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.59KNew |
$70.1K - $80.3K
|
1.59K
$83.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-180- 0.74% |
$7.93K - $9.09K
|
24.1K
$1.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.45K- 25.81% |
$63.7K - $73K
|
4.16K
$217K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-5.86K- 5.23% |
$258K - $296K
|
106K
$5.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4.53KNew |
$199K - $229K
|
4.53K
$237K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-13- 0.14% |
$573 - $657
|
9.5K
$497K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-67- 8.42% |
$2.95K - $3.38K
|
729
$38.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7K- 41.55% |
$308K - $353K
|
9.85K
$515K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
100+ 0.39% |
$4.41K - $5.05K
|
26K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-3- -0.0% |
$132 - $152
|
106K
$5.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-689- 5.01% |
$30.4K - $34.8K
|
13.1K
$683K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
14.2K+ 15.19% |
$627K - $719K
|
108K
$5.65M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
175New |
$7.71K - $8.84K
|
175
$9.15K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.73K+ 1.98% |
$164K - $188K
|
192K
$10M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-30.6K- 6.22% |
$1.35M - $1.54M
|
461K
$24.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.39% |
$1.76K - $2.02K
|
10.2K
$531K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.37K+ 7.4% |
$192K - $221K
|
63.4K
$3.31M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
326New |
$14.4K - $16.5K
|
326
$17.1K
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
4.08KNew |
$180K - $206K
|
4.08K
$213K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
1.4K+ 17.84% |
$61.7K - $70.7K
|
9.25K
$484K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
1.08KNew |
$47.4K - $54.3K
|
1.08K
$56.2K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-376- 3.25% |
$16.6K - $19K
|
11.2K
$585K
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-427- 1.6% |
$18.1K - $19.6K
|
26.3K
$1.38M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-672- 2.09% |
$28.5K - $30.8K
|
31.5K
$1.65M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
133+ 27.71% |
$5.65K - $6.1K
|
613
$32.1K
|
|